Transforming Financial Operations with FloQast at Harris Real Estate

Leveraging FloQast to Support Rapid Growth

Harris Real Estate has firmly established itself as a leader in South Australia's dynamic real estate market. Since joining in 2021, Jesse Chapman, Head of Finance, has witnessed remarkable growth within the organization. Employee numbers have doubled from 150 to over 300 in just a few years, and an additional offshore team of 30 has supported this expansion.

Yet, with growth came complexity. Over just 12 months, Harris Real Estate surged from a single entity to nine, following six successful mergers and acquisitions. Alongside this, the company expanded its physical footprint to 15 offices across South Australia and tripled the size of its finance team to 17 members, both onshore and offshore.

This level of rapid, multi-faceted growth demanded modern solutions to manage an increasingly intricate financial environment. Recognizing the need for scalability and efficiency, Jesse turned to FloQast to help organize workflows and implement a structured, seamless financial process capable of keeping pace with the company’s upward trajectory.

FloQast’s Seamless Integration with Xero

One of the most pivotal requirements for Harris Real Estate was selecting a platform that dovetailed seamlessly with Xero, their core accounting software. FloQast delivered, integrating intuitively and minimizing disruption during the transition.

"We needed something that would work seamlessly with Xero without adding complexity," Jesse said. "FloQast’s integration felt like a natural extension of our existing workflows. It allowed us to keep everything running smoothly while enhancing both accuracy and efficiency."

This simple, yet powerful, integration has enabled the team to streamline their processes, reduce manual effort, and focus greater resources on strategic initiatives. By optimizing how Xero functions in tandem with FloQast, the finance team is executing workflows with unparalleled effectiveness.

"FloQast has truly enhanced how we use Xero, making our workflows not only more cohesive but also more effective," Jesse added.

{emphasize}

"FloQast gave us the structure we needed to refine our financial workflows," Jesse explained. "It not only allowed us to stay on top of our processes but also provided scalability and user-friendly tools that perfectly matched our needs as we grow."

Jesse Chapman, Head of Finance, Harris Real Estate

{emphasize}

Enhancing Team Collaboration and Efficiency

Beyond reducing complexity, FloQast has significantly improved team collaboration and overall efficiency. The centralized dashboard and clear task management tools have eliminated miscommunication, ensuring all team members are aligned and accountable.

"FloQast has made it so much easier for everyone on the team to stay aligned," Jesse noted. "The built-in transparency and ability to track progress in real time mean we’re all on the same page. There’s no more chasing updates or wondering who’s working on what."

Thanks to FloQast, the team has transformed from a fragmented group to a tightly coordinated unit. This shift in dynamics has not only bolstered productivity but also instilled trust, confidence, and clarity in their processes.

"The team dynamic has changed for the better since implementing FloQast," Jesse shared. "We went from dealing with fragmented communication to having a system that brings us together. It feels like we’re truly working as one unit now."

{emphasize}

"Our financial close process has gone from a source of stress to a well-oiled machine," Jesse concluded. "FloQast has proven to be more than just a platform. It’s an essential partner in helping us prepare for the next phase of our growth."

Jesse Chapman, Head of Finance, Harris Real Estate

{emphasize}

Building a Strong Foundation for Future Growth

Having successfully navigated a sudden and dramatic period of growth, Harris Real Estate is now focused on sustaining its momentum. FloQast’s suite of capabilities has been pivotal in this regard. From enabling the company to scale without losing efficiency, to tightening processes and fostering collaboration, the platform has positioned Harris Real Estate for continued success.

‍

‍